HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
August 2024
Reporting Season – Whitehaven Coal
This morning, Whitehaven Coal (WHC) provided their full-year results following the transformational year in which they took ownership of two metallurgical coal mines from BHP. The HNW Growth Portfolio currently holds a [...]
Reporting Season – Medibank Private
Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2024 results, which showed MPL's disciplined approach to volume growth, which was an excellent result overall from MPL. The HNW [...]
Reporting Season – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, reported results that had no new surprises as they provided a trading update in May. The HNW Growth Portfolio has [...]
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released full year results for 2024 this morning, demonstrating that the house (and investors in TLC) always wins. The HNW Portfolios have [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their full year 2023. For DRR, there is minimal scope for surprises on [...]
Reporting Season – Lendlease
Lendlease (LLC), the multinational construction and asset management company, reported their full year results for 2024. There were few surprises with the result pre-announced, along with their exit from international construction. [...]
